Bank of Montreal’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Bank of Montreal’s Portfolio SURF Stock Details SURF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,088	Closed	-$9K	–	5218
2021 Q1	$9K	Buy	1,088 +784	+258%	+$7.84K	﹤0.01%	4430
2020 Q4	$3K	Buy	+304	New	+$2.64K	﹤0.01%	4822
2019 Q3	–	Sell	-17	Closed	–	–	5060
2019 Q2	$0	Buy	+17	New	+$68	﹤0.01%	5128
2019 Q1	–	Sell	-159	Closed	-$1K	–	4869
2018 Q4	$1K	Buy	159 +109	+218%	+$842	﹤0.01%	4582
2018 Q3	$1K	Sell	50 -226	-82%	-$2.65K	﹤0.01%	4629
2018 Q2	$5K	Buy	+276	New	+$3.99K	﹤0.01%	4142

Other funds holding SURF

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

AVAI

Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Montreal's SURF Position: Q2 2021 in Review

Bank of Montreal sold out of Surface Oncology, Inc. Common Stock (SURF) in Q2 2021, closing a stake of 1,088 shares — an estimated $9K sold.

Bank of Montreal first reported a position in SURF in Q2 2018 and held it in 6 quarters. The position peaked at $9K in Q1 2021. 96 funds tracked by Wall St. Rank hold SURF as of Q2 2021.

Bank of Montreal reported no remaining Surface Oncology, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
Bank of Montreal sold 1,088 Surface Oncology, Inc. Common Stock shares in Q2 2021, an estimated $9K.
Bank of Montreal first reported a position in Surface Oncology, Inc. Common Stock in Q2 2018 and held it in 6 quarters.
Bank of Montreal's Surface Oncology, Inc. Common Stock position peaked at $9K in Q1 2021.
96 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.